See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,514 | $180,749-55.5% | $160,784-49.9% | $137,256-41.3% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 9.85% | 2234.46%-2224.6pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $527 | $4,155-87.3% | $3,733-85.9% | $4,156-87.3% |
| Participant deferral / active EE | $4,484 | $6,844-34.5% | $6,293-28.7% | $6,407-30.0% |
| Admin fee / account holder | $40 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |